Senior Business Partner – Fintech
il y a 2 semaines
Titan finance est un cabinet de recrutement par approche directe dédié aux métiers de la finance
Experts des métiers financiers et du recrutement, nous accompagnons durablement nos clients ainsi que nos candidats dans leur recherche.
La confidentialité et la confiance étant nos maîtres-mots, n'hésitez pas à nous contacter
À propos de l'entreprise
Acteur reconnu de la fintech immobilière, notre client transforme l'épargne en la rendant plus accessible, performante et diversifiée. Depuis plusieurs années, notre client a su évoluer d'un modèle centré sur le crowdfunding immobilier vers une plateforme multi-produit intégrant également SCPI, assurance-vie et immobilier locatif. Soutenue par un actionnaire institutionnel de premier plan notre client a permis de financer plus de 450 projets, représentant plus de 550 millions d'euros investis.
Le poste :
Dans un contexte de forte croissance, nous recherchons le bras droit du Directeur Commercial pour structurer et renforcer leur accompagnement client premium. Vous intégrerez une équipe dynamique de 35 collaborateurs et serez rattaché·e directement à la direction de l'épargne.
Vos missions :
- Accompagner un portefeuille de clients premium (particuliers et professionnels) dans la définition et la mise en œuvre de leur stratégie patrimoniale
- Proposer des allocations personnalisées autour de l'offre : SCPI, assurance-vie, crowdfunding, immobilier locatif
- Réaliser des bilans patrimoniaux, revues de portefeuilles et recommandations d'optimisation
- Contribuer activement au développement et à la fidélisation de votre portefeuille
- Être un référent technique pour l'équipe commerciale (5 personnes) et partager votre expertise
- Participer à la veille marché et à l'enrichissement de notre offre produit.
- Vous justifiez d'au moins 8 ans d'expérience en gestion de patrimoine, banque privée, cabinet de conseil ou fintech,
- Vous maîtrisez les produits patrimoniaux (SCPI, assurance-vie, immobilier locatif) et avez une approche conseil orientée client haut de gamme,
- Vous êtes à l'aise avec les outils digitaux et adoptez une approche data-driven et orientée résultats,
- Vous aimez transmettre et avez à cœur de faire progresser les autres par votre pédagogie et votre rigueur.
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